Services

A Better Place to Plan & Invest

We understand that life is about so much more than money. As such, we work with clients to develop a plan that balances their goals and lifestyle with their needs and responsibilities.

Learn how patience can lead to a bigger prize. Are you a one or two marshmallow client?

Our Planning Approach

At Limestone Financial, we are dedicated to providing the highest quality assessment of our clients’ personal needs and will design a specific plan for them that ensures a healthy and vibrant future using superior investment and insurance products.

With customer-focused benefits, utmost competence and due diligence, and a genuine care and respect for our clients, we lead the financial services industry to a heightened level of customer satisfaction.

Don’t just take our word for it!

Check Out What Our Clients Have to Say

Our Planning Services

Individuals’ needs are ever changing and the financial services industry is as well. So, we strive to be a constant source of new and better products for our clients, including those listed on this page.

We understand that your finances can’t manage themselves… But that doesn’t mean they won’t try! As a Certified Financial Planner®, Stephanie Milligan, along with the Limestone Financial team, help our clients bring their finances together:

Our Products

The following services are offered in partnership with Desjardins Financial Security Investments Inc.:

  • Mutual Funds
  • Pooled Investments
  • Private Client Management
  • Separately Managed Accounts
  • RESPs (Education Savings)
  • RRSPs (Retirement Savings)
  • GICs
  • Segregated Funds

The following services are offered independently from Desjardins Financial Security Investments Inc.:

  • Annuities
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health & Dental Insurance Plans
  • Health Spending Accounts
  • Group RRSPs
  • Employment Benefit Plans
  • Financial, Retirement, and Estate Planning

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LIFE AND HEALTH INSURANCE PRODUCTS ARE PROVIDED BY LIMESTONE FINANCIAL INC. AND MAY BE PROVIDED BY STANDARD LIFE, MANULIFE INSURANCE, DESJARDINS INSURANCE, GREAT WEST LIFE, CANADA LIFE. LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES ARE NOT AVAILABLE THROUGH DESJARDINS FINANCIAL SECURITY INVESTMENTS INC. (DFS INVESTMENTS) NOR ARE THE INSURANCE PLANS OR SERVICES AVAILABLE AND/OR OFFERED SUPERVISED OR REVIEWED BY DFS INVESTMENTS. DESJARDINS FINANCIAL SECURITY INVESTMENTS INC. (DFSI) IS NOT PROVIDING THE FINANCIAL PLANNING SERVICE AND WILL NOT BE SUPERVISING THIS ACTIVITY. YOU SHOULD NOT RELY ON DFSI FOR REVIEW OF THE PLAN. DFSI IS NEITHER CHARGING NOR BEING PAID ANY FEES FOR THIS SERVICE AND WILL NOT BE LIABLE FOR ANY ERRORS OR OMISSIONS. THIS FINANCIAL PLANNING SERVICE IS DONE SOLELY THROUGH LIMESTONE FINANCIAL PROVIDING THE SERVICE.